Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected
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Updating Your Plan: Powers of Attorney
The beginning of a new year is a good time to think about updating your plan. This includes your entire
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Updating Your Plan: Your Trust or Will
As a new year begins, it’s a good time to think about updating your plan. This includes your entire plan,
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Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though
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Updating Your Plan: Beneficiary Designations
It’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations
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Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters
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What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need
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Fair Isn’t Always Equal and Vice Versa
When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But,
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Planning Is Important
Planning is important. End-of-year tax planning is one part of that planning. This year you should also consider whether you’ve
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Puerto Ricans are Unique, as Is Estate Planning for Them
Puerto Ricans hold a unique position under U.S. law. U.S. estate taxation treats those from Puerto Rico different from other
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Chadwick Boseman Demonstrates the Importance of Planning
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43
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Generational Wealth is Key to Leveling the Playing Field
Generational wealth is wealth earned by one generation and passed on to the next. Generational wealth is key to allowing
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